Leveraged Acquisition Methods - 308

Once the acquisition type is identified, the next step is to identify the acquisition method.

An acquisition method identifies how the purchase is to be made and what key activities within the procurement process should be followed.

Refer to the below table for the list of available acquisition methods.  The policy and procedures for conducting acquisitions utilizing various acquisition methods is contained in subsequent chapters of this manual.

FI$CAL Acquisition Method

Value

Acquisition Method FI$Cal Acquisition Method - Detail Description
029 Leverage 1122 Procurement Program (GSA Component) (requires offers)

Written approval from CalOES must be obtained in advance prior to utilizing this method. This method uses Federal GSA Schedules directly and requires further competition utilizing a written solicitation document.

030 Leverage CMAS (requires offers)

State policy requires soliciting best value offers from suppliers that have a valid CMAS agreement with the State of CA and must use the CMAS Terms and Conditions.

031 Leverage Cooperative Agreements (requires offers)

Individual User Instructions direct users on how to obtain best value offers in accordance with state policy requirements. State agencies may only contract with suppliers that have a valid agreement with the State of CA and must use the terms and conditions offered under those agreements.

032 Leverage Cooperative Agreements (no further offers required)

State agencies may issue "orders" against these Agreements in accordance with User Instructions. Purchasing authority dollar threshold is UNLIMITED for this acquisition method. The lead state competitively bid the contract in accordance with CA laws and included CA terms and conditions; the contract award was made to one supplier. Therefore, no further competition is necessary when state agencies use these contracts.

033 Leverage IT Master Service Agreement (MSA) (requires offers)

For use when executing contracts with an IT Consulting Services MSA contractor. State agencies must adhere to IT Consulting Services MSA User Instructions.

034 Leverage Master Agreements (requires offers)

Individual User Instructions direct users on how to obtain best value offers in accordance with state policy requirements. State agencies may only contract with suppliers that have a valid MA agreement with the State of CA and must use the terms and conditions offered under those agreements.

035 Leverage Master Agreements (no further offers required)

State agencies may issue "orders" against these Master Agreements (MA) in accordance with User Instructions. Purchasing authority dollar threshold is UNLIMITED for this acquisition method. These MAs are based on an award to a single supplier, where further competition could not be achieved, or where the MA is mandatory. Therefore, no further competition is necessary when state agencies use these contracts. Example(s): Credit Card Acceptance; Electronic Library Services does not require further competition since these MAs were created via the NCB process.

036 Leverage Software Licensing Program (requires offers)

State policy requires obtaining best value offers. State agencies may only contract with suppliers that have a valid SLP agreement with the State of CA and must use the terms and conditions offered under those agreements.

037 Leverage State Price Schedules (requires offers)

A list of suppliers is available.

038 Leverage Capital Leases - LEASING

These methods are used when executing real estate lease agreements under DGS Real Estate Services Division (RESD) authority.  State agencies conducting acquisitions under purchasing authority granted by the DGS/PD are not authorized to use these two methods.

039 Leverage Operational Leases - LEASING
040 Leverage Statewide Contracts (no further offers required)

State agencies may issue "orders" against Statewide Contracts in accordance with User Instructions. Purchasing authority dollar threshold is UNLIMITED for this acquisition method. The Statewide Contract itself, was created as a result of a competitive bid process and awarded to specific suppliers for specified items. Therefore, no further competition is necessary when state agencies use these contracts.


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